FBCGX vs. VOO
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Vanguard S&P 500 ETF (VOO).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCGX or VOO.
Performance
FBCGX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FBCGX achieves a 35.56% return, which is significantly higher than VOO's 26.16% return.
FBCGX
35.56%
2.72%
14.42%
43.21%
20.72%
N/A
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| FBCGX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.30 | 2.70 |
| Sortino Ratio | 3.01 | 3.60 |
| Omega Ratio | 1.42 | 1.50 |
| Calmar Ratio | 3.04 | 3.90 |
| Martin Ratio | 11.81 | 17.65 |
| Ulcer Index | 3.71% | 1.86% |
| Daily Std Dev | 19.04% | 12.19% |
| Max Drawdown | -42.92% | -33.99% |
| Current Drawdown | -1.20% | -0.86% |
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FBCGX vs. VOO - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between FBCGX and VOO is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
FBCGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FBCGX vs. VOO - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 0.56%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.56% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FBCGX vs. VOO - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBCGX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBCGX vs. VOO - Volatility Comparison
Fidelity Blue Chip Growth K6 Fund (FBCGX) has a higher volatility of 5.48% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that FBCGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.